Compare JMSI and MMMA

JMSI and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Sustainable Municipal Income ETFBonds & Cash · Municipal0.46%3.75%+0.1%+0.7%+4.8%[…]−6.5%4.2%$401M1.3

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.74%+2.6%[…][…][…][…][…]$60M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JMSI 1993 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Sustainable Municipal Income ETF · $401M[…]

JMSI

MMMA

NYLI MacKay Muni Allocation ETF · $60M[…]

$10,000 five years ago, dividends reinvested

JMSIMeasureMMMA

+0.1%Year to dateJan 1 → Nov 5+2.6%

+0.7%1 yearTotal return[…]

+4.8%3 years · per year$10,000 became $11,524 · […][…]

[…]5 years · per year[…]

0.46%Expense ratio$46 · $40 a year on $10k · lower is better0.40%

3.75%Trailing 12-mo yield$375 · $374 a year on $10k3.74%

−6.5%Worst dropSmaller is better[…]

4.2%VolatilityLower is calmer[…]

JMSIMMMA Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2MMMA wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMSI vs MMMA: Top 5 Holdings

Today

JMSI

[…]in top 5

MMMA

in top 50.1%

JMSIStockMMMA

not top 5CASH0.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JMSI vs MMMA Returns, Every Period

1Y

J.P. MorganJMSI

+0.7%

past year

MMMANY Life Investments

[…]

past year

JMSIMMMAFaded: behind in that period

0–1MMMA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JMSI vs MMMA

YTD

J.P. MorganJMSI

+0.1%

MMMANY Life Investments

+2.6%

+0.1%Year to date+2.6%

−6.5%Worst drop · 1Y[…]

4.2%Volatility · 1Y[…]

3.8%Yield3.7%

$401MAssets$59.6M

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMSI, MMMA

Today

0.40%lowest, MMMA

FundExpense ratioFee$10k

MMMA0.40%$40

JMSI0.46%$46

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JMSI, MMMA

1Y

3.75%highest, JMSI

FundTrailing yieldYield$10k

JMSI3.75%$375

MMMA3.74%$374

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$334most kept, MMMA

MMMA$374 − $40 = $334

JMSI$375 − $46 = $329

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JMSI, MMMA

Today

[…]holdings […]

JMSIMMMA

JMSI—[…]

MMMA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+0.7%JMSI, at 4.2% volatility

JMSIWorst drop−6.5%4.2% vol

MMMAWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JMSIMMMA

+0.1%Year to date+2.6%

3.8%Yield3.7%

+0.7%Past year[…]

0.46%Fee0.40%

2–1MMMA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026